Finding Your Records

To get the most out of using Inciteful Med, you need to add your records to the tool.

💡

You have a legal right to your medical records, so don’t be afraid to ask your doctor for them!

Most people can access their medical records through their patient portal: the online system your doctor or hospital uses to share information with you.

Look for platforms like:

MyChart

FollowMyHealth

Cerner / Oracle Health

Athena Health

Allscripts / Veradigm

Or a portal specific to your provider or health system

In your portal, you can usually find:

Visit summaries

Lab and test results

Scans and imaging reports

Doctor’s notes

Full record export

You will be able to download your records as a PDF, plain text, ZIP, or JSON file, which you can then add to Inciteful Med.

If you're unsure where to start, search your email for terms like “patient portal,” “MyChart,” or your provider’s name. You can also call your doctor's office and ask how to access your records online.

See below for screenshots on where to access these records in the various patient portals.

My Chart

If your doctor or hospital uses Epic for their electronic health record system (as most do in the U.S.), you’re likely familiar with MyChart, Epic’s patient portal. Your version may look a little different, with custom colors or logos to match your health system’s branding, but the features are the same. Start by logging in.

You will then find your records in three primary places: Visits and Test Results tabs, or in the Sharing Hub.

Access your records on the Visits or Test Results tab

Visits Tab

The Visits tab shows all your upcoming and past appointments. For each visit, you’ll find links to view your After Visit Summary and Clinical Notes. To save them, click “Print” in the top right corner and choose “Save as PDF.” You can also copy and paste the information directly into Inciteful Med.

Test Results Tab

The Test Results tab displays all your labs and scans in reverse chronological order. You can also search by test type or provider to compare specific test results over time. Click on any test to view and download it. To save a copy, either click “Print” in the top right and choose “Save as PDF,” or use the PDF download link often provided at the bottom of the report.

Patients can download individual test results from MyChart

Click on the document to download, or Print > Save as PDF in top right.

Sharing Hub

Click on the menu icon in the navigation and search for Sharing Hub.

In the Sharing Hub, select Download health and visit summary

You can now choose specific visits, a date range, or to download your entire record. Note, your entire record is only the records within this Health System. If you’ve recently moved or switch doctors who are affiliated with other health systems, you will need to repeat this step for each system. We recommend downloading the full record by selecting All Visits.

Once you click through the confirmation screens, you will be directed to the Requested Records screen. For very large files with hundreds of visits, it may take between 15 minutes and a few hours for your download to be ready. Epic does not make it easy for you to export your data. Once the files are ready, they will show up in the “Ready for Download” section. You can then upload that zip or JSON file to Inciteful Med. For more details, see here.